WELCH & FORBES LLC 13F Holdings

CIK 0000105495

As of Sep 30, 2025, WELCH & FORBES LLC reported 383 positions worth $8.2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology3,462,148$646.0M7.88%
MICROSOFT CORPMSFTTechnology894,788$463.5M5.65%
APPLE INCAAPLTechnology1,722,290$438.5M5.35%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical2,884,906$311.0M3.79%
ALPHABET INCGOOGEquity1,203,288$293.1M3.57%
VISA INC-CLASS A SHARESVFinancial Services727,217$248.3M3.03%
JPMORGAN CHASE & COJPMFinancial Services671,288$211.7M2.58%
RTX CORPRTXEquity1,141,516 91.0M2.33%
STRYKER CORPSYKHealthcare513,622 89.9M2.32%
HOME DEPOT INCHDConsumer Cyclical427,477 73.2M2.11%
COSTCO WHOLESALE CORPCOSTConsumer Defensive161,993 49.9M1.83%
ECOLAB INCECLBasic Materials473,582 29.7M1.58%
ELI LILLY & COLLYHealthcare168,196 28.3M1.56%
JOHNSON & JOHNSONJNJHealthcare675,855 25.3M1.53%
DANAHER CORPDHRHealthcare622,089 23.3M1.50%
PROCTER & GAMBLE COPGConsumer Defensive787,875 21.1M1.48%
AMAZON.COM INCAMZNEquity550,124 20.8M1.47%
TJX COMPANIES INCTJXConsumer Cyclical780,740 12.8M1.38%
FISERV INCFISVTechnology872,375 12.5M1.37%
CHUBB LTDCBFinancial Services398,440 12.5M1.37%
IDEXX LABORATORIES INCIDXXHealthcare168,926 07.9M1.32%
ALPHABET INCGOOGLEquity429,151 04.3M1.27%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—168,530 00.4M1.22%
ROPER TECHNOLOGIES INCROPTechnology199,734$99.6M1.21%
MCDONALDS CORPMCDConsumer Cyclical307,613$93.5M1.14%